Companies
Overview
The Companies tab provides the list of all companies registered on the White label platform. Find, review, and edit profiles using the Companies tab. All profiles are created without any manual assistance due to external provider services. For additional information, see Web and Mobile Interfaces.
In order to sign in to Company’s web interface, it is necessary to sign in to the web interface of a Person, who is an Owner or a Company staff, and switch to the Company’s profile. Therefore, it is recommended that a corresponding Person’s profile is to be verified first.
Related pages
Opening the item
Follow the steps below to see access company details:
Navigate to the Admin Panel.
Click Banking on the left sidebar.
Go to the Companies menu item to open the Companies List
Click a Company name in the Name column to open the profile.
How to create a Company profile
By default, all profiles are created by external service providers. Keep in mind, you have to perform unassisted identification when creating a profile manually via the Admin Panel.
To create a Company profile
Navigate to the Companies menu item.
Click Add New in the top-right corner of the tab.
Fill in the General form that also includes the following parameters:
Verification levels (see Limits and Identification requests for details)
Company type defining the group of clients the profile belongs to.
Complete the Contacts field. The information is optional.
Add legal address information to the Location field.
Set a price list for commissioning in the Settings field (see Price lists for details).
The defined limit is to be dependent on the verification level (see Limits for details).
Set access roles in the Security field. See Access roles for details.
Tags are optional.
Click Create to submit the changes.
An existing Person is required to be stated as a Company owner. If the corresponding Person is not registered yet, see Persons for details.

Creating a profile
Component parameters

Companies list
Parameter | Description |
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ID | The column demonstrates unique user identification numbers in the Crassula system. ID is generated when a profile is created. |
Name | The column includes company names. Click a Name to open profile details. |
Owner | Company owners’ names are demonstrated in the column. Click a name to go to the Owner’s profile details. See Persons for additional information |
Verification Status | Contact and document verification details:
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State | Restrictions set by KYC Administrators or Identification providers:
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Created at | Date and time of registration. |
Action |
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Filters | Allow searching for profiles of companies by certain parameters. Search is filtered by the following parameters, multiple-choice is available:
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Add new | Create a company profile manually. See the previous sections for details. |
Configuring the component
The Company profile is the main panel of company information display and editing.

Company details
Parameter | Description |
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General | Company information including the name, owner, and TIN. The field also includes the following parameters:
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Accounts | The list of all Company’s accounts opened. Click an account number to see the account details. See Accounts for additional information. |
Settings | Internal service details:
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Fees | Essential fees presented in the Price List. Open the Price List to see the whole list of fees. |
Location | Company legal and actual addresses. |
Contacts | Emails, phone numbers and URLs connected to the profile. |
Package limits | Standard limits applied to the user. See Limits for details.
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Custom Company Thresholds | Set an individual limit for the Client using the Add new option. The functionality is available in the Edit mode.
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Metadata | An API connection to external service Providers. If any external service has been used, the API link is demonstrated in the field. |
Top toolbar | Provides intersectional information correlated to the company – it can also be found in other Banking tabs. The essentials are the following:
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